Important News:
Business agency data: This week, industrial-grade and battery-grade lithium carbonate prices continued to rise at the beginning of the month. Lithium carbonate analysts of the business company believe that the current high price of spodumene at the upstream raw material end of the lithium carbonate market, while the rapid downstream demand, making lithium carbonate show a tight supply situation. Coupled with the relative reduction in salt lake production in Qinghai after the third quarter, it will have a more stimulating effect on lithium carbonate prices, and it is expected that short-term lithium carbonate prices may continue to be bullish.
Message interpretation:
Lithium battery plate today after the high volume of rush back down, not suitable for chasing high but should appropriately reduce some positions. The sector is bullish in the medium and long term, and a pullback is healthier. Just listed salt lake shares, speculation is salt lake lithium, yesterday after the exploration of stabilization, valuation is not very high, considering that the volatility of new stocks is indeed very large, but also can only bite a small position, plus today's rise to see the income of 17.17%, afternoon look at it! If you can't continue to rise and fall, you will halve the position, after all, you have reached the position where the upper shadow line is prone to selling pressure, if it is really strong, it will definitely rise and stop.
On the broader market:
The Shanghai Composite Index formed a continuous shock after making up for the above gap, and there is a requirement for a decline; the ChiNext index also meets the previous judgment that "this time it will fall below the middle rail human line, the target dragon line near 3200", and has fallen below the middle rail human line for two consecutive days, and the target of 3200 points remains unchanged. The high reduces the position mainly.
Plate aspect:
The sector before the increase examination belongs to the non-mainstream sector and is not suitable for chasing high.
We are optimistic about the construction machinery and military industry, today's rise is yesterday's big yin line of the anti-pumping confirmation, the rising momentum is not enough to form a reverse package, there is a fall, but the fall is an opportunity.
Before the hot semiconductors, components, communication equipment, new energy vehicles and other hard technology theme plates, today led the decline in the market, short-term first to avoid it, the pullback in place is an opportunity. The photovoltaic that is opposite to the fall should also appropriately reduce some positions, after all, the increase is too large is the biggest risk, not to mention that many stocks are following the trend of speculation, once the fall lethality can be imagined. The lithium battery plate is also a high volume after the rush to fall back, batch of bags for safety-based it! Not suitable for chasing high anymore.
The low-level financial three musketeers, only look at the rebound, the rebound is weak and then start to harvest, do not chase after the big Yang line.
Transactions:
There is no stock that has been rising, and the high stock has the risk of making up for the fall, and once it is rushed up and down, it is necessary to leave the market decisively. Low-level varieties are treated differently, the volume price is matched with the ideal holding to rise, and the strict stop loss of the break. (Personal opinion does not constitute investment advice)
